WealthShield Partners’s Real Estate Select Sector SPDR Fund XLRE Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $518K | Buy |
12,502
+119
| +1% | +$4.93K | 0.06% | 233 |
|
|
2025
Q1 | $518K | Sell |
12,383
-8,146
| -40% | -$341K | 0.07% | 217 |
|
|
2024
Q4 | $835K | Sell |
20,529
-322
| -2% | -$13.1K | 0.12% | 172 |
|
|
2024
Q3 | $931K | Buy |
20,851
+18,839
| +936% | +$842K | 0.13% | 163 |
|
|
2024
Q2 | $77.3K | Buy |
2,012
+6
| +0.3% | +$231 | 0.01% | 342 |
|
|
2024
Q1 | $79.3K | Sell |
2,006
-13
| -0.6% | -$514 | 0.01% | 333 |
|
|
2023
Q4 | $80.9K | Sell |
2,019
-113
| -5% | -$4.53K | 0.01% | 333 |
|
|
2023
Q3 | $72.6K | Sell |
2,132
-1,495
| -41% | -$50.9K | 0.01% | 357 |
|
|
2023
Q2 | $137K | Buy |
3,627
+4
| +0.1% | +$151 | 0.02% | 312 |
|
|
2023
Q1 | $135K | Buy |
+3,623
| New | +$135K | 0.02% | 308 |
|
|
2022
Q1 | – | Sell |
-4,678
| Closed | -$242K | – | 375 |
|
|
2021
Q4 | $242K | Sell |
4,678
-103
| -2% | -$5.33K | 0.04% | 257 |
|
|
2021
Q3 | $212K | Buy |
4,781
+1,200
| +34% | +$53.2K | 0.06% | 225 |
|
|
2021
Q2 | $159K | Buy |
3,581
+2,565
| +252% | +$114K | 0.02% | 290 |
|
|
2021
Q1 | $40K | Buy |
+1,016
| New | +$40K | 0.01% | 503 |
|
|
2020
Q4 | – | Sell |
-1,748
| Closed | -$62K | – | 429 |
|
|
2020
Q3 | $62K | Buy |
1,748
+104
| +6% | +$3.69K | 0.02% | 294 |
|
|
2020
Q2 | $57K | Buy |
1,644
+628
| +62% | +$21.8K | 0.03% | 245 |
|
|
2020
Q1 | $31K | Buy |
+1,016
| New | +$31K | 0.02% | 204 |
|
|
2019
Q2 | – | Sell |
-32,683
| Closed | -$1.18M | – | 283 |
|
|
2019
Q1 | $1.18M | Buy |
+32,683
| New | +$1.18M | 0.66% | 30 |
|
|
2018
Q4 | – | Sell |
-8
| Closed | – | – | 292 |
|
|
2018
Q3 | $0 | Hold |
8
| – | – | ﹤0.01% | 280 |
|
|
2018
Q2 | $0 | Hold |
8
| – | – | ﹤0.01% | 264 |
|
|
2018
Q1 | $0 | Hold |
8
| – | – | ﹤0.01% | 264 |
|
|
2017
Q4 | $0 | Buy |
+8
| New | – | ﹤0.01% | 221 |
|